MSFT icon

Microsoft
MSFT

Overview Fund Activity

1,792 hedge funds and large institutions have $198B invested in Microsoft in 2013 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 682 increasing their positions, 865 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,792
Holders Change
-16
Holders Change %
-0.88%
% of All Funds
58.13%
Holding in Top 10
485
Holding in Top 10 Change
-119
Holding in Top 10 Change %
-19.7%
% of All Funds
15.73%
New
112
Increased
682
Reduced
865
Closed
112
Calls
$4.69B
Puts
$3.33B
Net Calls
+$1.36B
Net Calls Change
+$469M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.97B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$922M
3
HCM
Highfields Capital Management
Massachusetts
+$876M
4
Macquarie Group
Macquarie Group
Australia
+$518M
5
SFM
Soros Fund Management
New York
+$419M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$2.1B
2
CG
Carmignac Gestion
France
-$768M
3
Franklin Resources
Franklin Resources
California
-$420M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$415M
5
GE
General Electric
Ohio
-$306M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
1601
Novare Capital Management
North Carolina
$396K +$128K +3,861 +48%
AC
1602
Alexandria Capital
Virginia
$392K -$4.99K -150 -1%
KA
1603
KLCM Advisors
Wisconsin
$390K +$142K +4,268 +57%
FHB
1604
First Hawaiian Bank
Hawaii
$385K -$478K -14,311 -55%
GWI
1605
Grace & White Inc
New York
$385K – – –
CCC
1606
Chelsea Counsel Company
California
$384K -$32.6K -980 -8%
WCA
1607
Westover Capital Advisors
Delaware
$383K -$16.7K -502 -4%
BIM
1608
Baldwin Investment Management
Pennsylvania
$383K -$1.67K -50 -0.4%
VWM
1609
Vector Wealth Management
Minnesota
$380K -$19.4K -583 -5%
SC
1610
Schulhoff & Co
Ohio
$380K -$5.5K -165 -1%
RPGK
1611
Retirement Planning Group (Kansas)
Kansas
$379K -$7.76K -233 -2%
SAM
1612
Summit Asset Management
Tennessee
$377K -$25.1K -753 -6%
WA
1613
WealthTrust-Arizona
Arizona
$376K +$10.5K +314 +3%
RU
1614
RobecoSam USA
New York
$375K -$190K -5,688 -34%
AAMU
1615
AEGON Asset Management (UK)
United Kingdom
$374K -$34K -1,021 -8%
TFA
1616
Transamerica Financial Advisors
Florida
$371K +$8.96K +269 +2%
CIA
1617
Covington Investment Advisors
Pennsylvania
$370K +$9.15K +275 +3%
SAM
1618
SignalPoint Asset Management
Missouri
$367K +$367K +11,043 New
FNBSF
1619
First National Bank Sioux Falls
South Dakota
$359K +$6.29K +189 +2%
CL
1620
Croft-Leominster
Maryland
$356K +$49.9K +1,500 +16%
PMG
1621
ProVise Management Group
Florida
$349K -$3.31M -99,236 -90%
TSWM
1622
Triangle Securities Wealth Management
North Carolina
$349K +$9.48K +285 +3%
LMF
1623
LMR Master Fund
Cayman Islands
$349K +$349K +10,453 New
Parallax Volatility Advisers
1624
Parallax Volatility Advisers
California
$349K +$349K +10,482 New
CPO
1625
Cerity Partners OCIO
New York
$346K -$3.52K -106 -1%
63 64
65
66 67